Tradition Wealth Management, LLC Donoghue Forlines Risk Managed Transaction History

Tradition Wealth Management, LLC

  • $957 Million
  • Q1 2024

A detailed history of Tradition Wealth Management, LLC transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 19,401 shares of DFNV stock, worth $617,339. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,401
Previous 17,016 14.02%
Holding current value
$617,339
Previous $473,000 24.95%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$26.98 - $30.62 $64,347 - $73,028
2,385 Added 14.02%
19,401 $591,000
Q4 2023

Feb 12, 2024
SELL
$23.6 - $28.12 $23,080 - $27,501
-978 Reduced 5.44%
17,016 $473,000
Q3 2023

Nov 13, 2023
BUY
$24.54 - $26.7 $399,977 - $435,183
16,299 Added 961.59%
17,994 $447,000
Q2 2023

Aug 14, 2023
BUY
$22.34 - $25.43 $37,866 - $43,103
1,695 New
1,695 $43,000

Others Institutions Holding DFNV

# of Institutions
20
Shares Held
1.83M
Call Options Held
0
Put Options Held
0
View Full List

About DONOGHUE FORLINES RISK MANAGED

DFNV Quotes by TradingView
  • Ticker DFNV
  • Sector ETFs
  • Industry ETFs
More about DFNV
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